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WealthPLAN Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

WealthPLAN Partners’s Portfolio KRE Stock Details KRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-830
Closed -$33.9K – 754
2023
Q2 		$33.9K Hold
830
– – ﹤0.01% 577
2023
Q1 		$36.4K Buy
+830
New +$47.1K ﹤0.01% 615
2017
Q2 		– Sell
-1,230
Closed -$65.3K – 319
2017
Q1 		$65.3K Buy
+1,230
New +$68.8K 0.23% 85
2016
Q3 		$175K Sell
4,132
-4,128
-50% -$169K 0.06% 158
2016
Q2 		$159K Buy
+8,260
New +$326K 0.02% 457
2015
Q4 		$152K Buy
+10,890
New +$471K 0.02% 317
2015
Q2 		$160K Buy
3,630
+590
+19% +$25.1K 0.07% 99
2015
Q1 		$124K Buy
+3,040
New +$120K 0.06% 155

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return